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BW Gestao de Investimentos’s Kenvue KVUE Stock Holding History

BW Gestao de Investimentos’s Portfolio KVUE Stock Details KVUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-300,000
Closed -$5.17M – 303
2025
Q4 		$5.17M Sell
300,000
-520,760
-63% -$8.51M 0.12% 151
2025
Q3 		$13.3M Buy
+820,760
New +$16.8M 0.58% 42
2024
Q1 		– Sell
-625,000
Closed -$13.5M – 99
2023
Q4 		$13.5M Sell
625,000
-475,000
-43% -$9.51M 0.43% 50
2023
Q3 		$22.1M Buy
+1,100,000
New +$25.5M 2.59% 10

Other funds holding KVUE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BW Gestao de Investimentos's KVUE Position: Q1 2026 in Review

BW Gestao de Investimentos sold out of Kenvue (KVUE) in Q1 2026, closing a stake of 300,000 shares — an estimated $5.17M sold.

BW Gestao de Investimentos first reported a position in KVUE in Q3 2023 and held it in 4 quarters. The position peaked at $22.1M in Q3 2023. 1,013 funds tracked by Wall St. Rank hold KVUE as of Q1 2026.

  • BW Gestao de Investimentos reported no remaining Kenvue position as of Q1 2026 after selling out during the quarter.
  • BW Gestao de Investimentos sold 300,000 Kenvue shares in Q1 2026, an estimated $5.17M.
  • BW Gestao de Investimentos first reported a position in Kenvue in Q3 2023 and held it in 4 quarters.
  • BW Gestao de Investimentos's Kenvue position peaked at $22.1M in Q3 2023.
  • 1,013 funds tracked by Wall St. Rank held Kenvue as of Q1 2026.

Based on BW Gestao de Investimentos's 13F filing for Q1 2026, filed 28 Apr 2026.